123 Financial Group
suite 7/29 Smith Street, Charlestown NSW
suite 7/29 Smith Street, Charlestown NSW
Here at 123 Financial Group, we make it our mission to help you find financial freedom, whatever that looks like for you. We list our values as trust, family, confidence, and timeliness, which lines up with our client-first approach. The team are not here to judge, we’re a friendly bunch with a passion for helping people and their families get their finances in order.
Be the first to leave a review for 123 Financial Group.
What do you love most about your job?
I am focused and passionate about helping clients meet their property and financial goals. To know I've made a positive impact on my client's financial situation is the most rewarding feeling, whether it be helping them purchase their first home or refinancing their existing mortgage to help them own their home sooner.
Why should our clients choose you?
With over 15 years of experience, I have the knowledge and determination to get you where you want to be with your finance and property goals. I am deeply passionate about building long-term relationships with my clients and throughout our journey, educating them on how to achieve financial security. Ultimately, giving my clients peace of mind and allowing them to protect what matters most to them.
Can you provide your services online or remotely? If so, please add details.
Although I love having clients in office, we also offer our appointments via Zoom. With our technology that allows you to upload documents and sign online, the process remains smooth and easy from wherever you may be.
Mortgage Broking
We want to take the stress out of finding a loan, which is why our industry specialists are passionate about securing the funding you need. Our aim is to help you get the best rates on the market, and help you reach your financial goals.
Business and Commercial Loans
We’ll guide you through the entire process of getting approved and advise you on all aspects of commercial and business loans. We know the industry like the backs of our hands and we’ll help you find the right loan for your business at the right price.
Car and Equipment Finance
We’ll get you on the road to success by helping you find the right deals for a large variety of boat, car, caravan or equipment loans. We’ll help you access both the funds and the freedom that you need.
Accounting and Taxation
Our qualified accountants are some of the best in the business, having received national recognition. We’re always ready to help and want to ensure you stay up-to-date with your accounting obligations and have accurate financial records.
Business Growth and Development
Making smart business decisions is also about measuring and managing what can be measured and managed — but you don’t have to do it alone. We see ourselves as your co-pilot, helping you find the best route to growth. This means we’ll be right there with you, taking a look at your numbers, processes, and structures to help you improve your cash flow, increase your profitability and forecast for the future.
Financial Planning
We know that planning your finances and keeping them on track isn’t easy to do or understand. That’s why we like to simplify things – so you can make your money work for you, not the other way around. With our financial advisors’ guidance and individually tailored solutions, you can rest easy knowing that you’re planning a secure future for you and your family.
